Choose structured methods or text
- Open Dashboard, choose Selling, and find the form under My Forms.
- Choose Edit form, then BUILD.
- In Form Elements → Sections, choose Payment Info to add a Payment Instructions block. If one already exists, select it on the form canvas instead.
- In its properties panel, choose Payment methods for selectable payment cards: Venmo, Cash, Cash App, PayPal, Zelle, Wise, Zeno, Crypto, or Custom. Choose Text when buyers only need one set of free-form instructions.
Collaborators need Payment instructions permission to configure the block. Adding or deleting it also requires Form fields and blocks permission. If a panel is collapsed, expand Form Elements or the block's properties before continuing.
A structured method can have a buyer-facing name, receiving handle or address, logo, QR image, note, transaction limit, and surcharge. Custom methods can also use a payment link; include {total} where the current order total should be inserted. Methods can be reordered or hidden without deleting their saved details. Select several cards when you need the builder's bulk show, hide, or delete actions.
Everything published on a payment card can be shown to buyers. Use only a public receiving handle, wallet address, or payment link. Never enter a password, bank sign-in, API credential, crypto private key, seed phrase, or signing key.
Add or reuse a method
To save a reusable method, open the account menu at the top right and choose Account Settings → Payments → + Add saved payment. For an existing entry, choose Edit. Configure it, then choose Save Payments. Wait for the save to succeed before using the Builder's picker; unsaved account changes are not available there. An account-saved method can keep its type, handle or wallet, buyer label, logo, QR image, buyer note, surcharge, and crypto transaction settings.
- Select the Payment Instructions block and choose Payment methods.
- Choose + Add payment method, then select its type in the new card's dropdown. Alternatively, choose Saved payments, check the entries to copy, then choose Add Selected.
- Confirm the buyer-facing name and destination. Open Buyer display & instructions for the logo, buyer note, and QR image.
- Open Limits & surcharge to set a form-specific transaction limit or surcharge.
- Choose Preview and check the form and payment step. Choose Save changes to make the changes live; autosave alone keeps a draft.
Saved payments are copied, not linked. Editing the form copy does not change the account version, and later account edits do not rewrite existing forms. The copied method starts visible and without a form transaction limit. If a saved method appears similar to one already on the form, EZFormz warns before adding it, but you can still add a genuinely separate destination.
Before deferred payment is authorized, duplicate buyer-facing names use numbered choices without destination details. Ordinary checkout and seller views may distinguish names with saved destination or network details. Give genuinely different methods distinct names so a buyer can recognize the intended destination.
Control availability and fees
A transaction limit of 0 means unlimited. Otherwise, EZFormz counts distinct active orders that selected the method, including an order with an unexpired payment-method reservation. Cancelled, failed, and refunded orders do not consume the limit, and one order is not counted twice. A method that reaches its limit can remain visible but disabled with Usage limit reached.
Limits, visibility, price, and stock are checked again on the server. Changing only a method's transaction limit also applies to existing unreserved payment requests; the buyer can reload to see availability. Before reservation, an older open page cannot select a method whose destination or fee changed, or that has been hidden, disabled, or exhausted. An already reserved quote keeps its approved instructions and amount; use Clear to withdraw that request.
A surcharge appears with the method and becomes part of the authoritative order total. Review the final amount whenever a payment method changes.
Choose when buyers receive payment details
For pay-before-submit forms, EZFormz recalculates current products, sales, coupons, shipping, and payment fees before showing the destination or accepting proof.
In the block's Payment methods panel, turn on Request payment later when the order needs review first. Choose an option under Payment request timing, then choose Save changes:
- Send payment link immediately accepts the order and creates a private bearer-link payment page for the current balance. Its payment-action window closes after 30 minutes.
- Seller sends payment link later keeps payment details unavailable until you review the order and send a balance request.
With request-payment-later forms, the checkout can show method names and fees without exposing the saved destination. The selected method at checkout is only a preference. The private page uses instructions saved when the request was authorized and reserves a method quote before displaying a destination. Duplicate names use numbered choices before release. The URL is a bearer link; do not forward it or post it publicly. Expired, used, paused, cancelled or unverifiable links cannot reveal instructions.
Save without emailing customer does not authorize a new payment request. Buyers cannot use My Orders or upload proof to bypass that hold. Send Request Payment when ready. Sending authorizes the link even if the email provider later fails to deliver it.
A form edit does not replace instructions on an existing request. To withdraw it, choose Clear, then issue a new request when ready. Older links without saved instructions show a seller replacement notice; see Request payments and manage balances.
Expiry or use of an immediate link does not cancel the order or release stock. Cancel an unpaid order manually when appropriate.
If the selected crypto method requires a transaction ID, the buyer must submit one before the payment proof can be accepted. EZFormz also warns when the same transaction ID is already attached to another payment. Continue to Configure crypto payment methods and Review and verify crypto payments for crypto-specific rules.